You know you ought to have a Customer Advisory Board.
But it seems there’s always a hotter fire burning.

Customer Advisory Board agreement
Learn More
There’s no argument to be made against the value of engaging with your key customers on a consistent basis. But with all that you already have on your plate, it can be difficult to find the time and the team to make it happen.
With experience and expertise, the Congruity team does the heavy lifting for you. We deliver a professional, engaging, and insightful Customer Advisory Board initiative that delivers extraordinary business value for you and for your customers.

The Congruity Group has
built trusting relationships with
leaders from the following organizations:

If you’re ready to grow your business by tapping into the minds of your customers, let’s talk.

Here’s where to start:

Step one

Schedule a discovery call

Let’s hop on a virtual call to see if we’re a fit for your Customer Advisory Board initiative.

Step two

Get strategic customer insights

Together we will create an impactful and collaborative advisory board.

Step three

Grow Your Business

With guidance from your key customers, fast-track the growth of your organization.

Learn More about Customer Advisory Boards

Our Clients Regularly Report


  • Retention of customers who serve on their Customer Advisory Board

Double Digit

  • Expansion in revenue-related activity among key accounts

Triple Digit

  • Return on investment of Customer Advisory Board initiative

What Our Clients Are Saying

“I’ve worked with Congruity on two Executive Boards and they are exceptional partners who take ownership and focus on the meeting goals and expectations. Our most recent meeting far exceeded expectations and not only did our board members get value, but our C-level walked away with ways to improve the overall Customer Experience. From strategizing, planning, and execution – everything is FLAWLESS and very well thought out. If you want engaged board members, a better understanding on how you can improve, and a partner that can help you build the plan and approach, Congruity is that Partner!”

Juli Clark, SVP, Client Success at Beam Benefits
Tim Hinckley Testimonial

“I have attended and hosted CAB meetings for more than a decade, and can attest that The Congruity Group will help you reach a new level of strategic insight.

Congruity helped Radial launch the CAB program and the ROI has been outstanding. As far as I’m concerned, the first two meetings have paid for the next ten years of CAB meetings.”

Tim Hinckley, CCO, Ware2Go and Former CCO, Radial

As Featured in Inc.


“The biggest piece of advice I can give you on using a customer advisory board is
to let an expert handle the process for you.”

Tracy Hazzard, Former Inc.com Columnist and CEO of Broadcasters, Inc.

Our proven approach ensures your customers
value the process as much as you do.

Step number 1

Recruit your “Dream Team” of customer board members.

With your input, we identify the right customers to create the perfect balance for your board.

Step number 2

Execute high-impact, highly-engaging board meetings.

We ensure that your customers gain equal value for participating as an advisor on your board.

Step number 3

Learn strategic insights to help you make critical decisions.

We consolidate customer conversations to provide you with the key insights that matter most.

Schedule a Quick Discovery Call

Customer Engagement that’s guaranteed to help your business grow.


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